Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Mississippi
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
HELP ME FIND MY PLANNER
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Mississippi (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 661 Sunnybrook Road, Suite 130 Ridgeland, MS, 39157 | $7,233,687,387 | 696 | 16 | A percentage of AUM, Fixed fees |
| 2 | 101 S. Front Street, Tupelo, MS, 38804 | $1,865,178,576 | 348 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 402 W. Parkway Place, Ridgeland, MS, 39157 | $1,341,890,722 | 6 | 110 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (TIMBERLAND ACQUISITION & DISPOSITION FEES) |
| 4 | 1076 Highland Colony Parkway, Suite 291 Ridgeland, MS, 39157 | $1,148,400,486 | 3008 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 252 Sunflower Avenue, Clarksdale, MS, 38614 | $1,087,865,356 | 2816 | 15 | A percentage of AUM, Hourly charges, Fixed fees, Other (I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES) |
| 6 | 100 Vision Drive, Suite 325 Jackson, MS, 39211 | $1,043,103,728 | 1668 | 11 | A percentage of AUM, Other (SEE SCHEDULE D - MISCELLANEOUS) |
| 7 | 1121 Second Ave N, Columbus, MS, 39701 | $890,016,414 | 5341 | 14 | A percentage of AUM, Fixed fees |
| 8 | 1667 Lelia Drive, Jackson, MS, 39216 | $791,537,508 | 1800 | 16 | A percentage of AUM, Fixed fees, Commission Based |
| 9 | 800 Woodlands Pky, Suite 201 Ridgeland, MS, 39157 | $549,792,235 | 1209 | 11 | A percentage of AUM, Fixed fees, Commission Based |
| 10 | 1675 Lakeland Drive, Ste 400 Jackson, MS, 39216 | $468,406,272 | 45 | 2 | A percentage of AUM |
| 11 | 300 Concourse Blvd, Suite 102, Ridgeland, MS, 39157 | $421,093,989 | 192 | 4 | A percentage of AUM |
| 12 | 1020 Highland Colony Parkway, Suite 603 Ridgeland, MS, 39157 | $402,944,092 | 760 | 9 | A percentage of AUM |
| 13 | 801 Baptist Drive, Suite 200 Madison, MS, 39110 | $343,597,882 | 218 | 4 | A percentage of AUM |
| 14 | 205 E. Main Street, Clinton, MS, 39056 | $313,445,079 | 1748 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 333 W. Franklin Street, Tupelo, MS, 38804 | $270,551,694 | 280 | 55 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Mississippi
QualificationsFirm CRD# 106235
Assets Under Management $7,233,687,387
No. Of Clients696
Clients Per Financial Advisor44
SMITH SHELLNUT WILSON is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 696 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Security ratings or pricing services
QualificationsFirm CRD# 141024
Assets Under Management $1,865,178,576
No. Of Clients348
Clients Per Financial Advisor19
HARDY REED, LLC is a financial advisory firm situated in Tupelo, Mississippi. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 348 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Other (CONSULTING)
QualificationsFirm CRD# 114575
Assets Under Management $1,341,890,722
No. Of Clients6
Clients Per Financial Advisor0
THE MOLPUS WOODLANDS GROUP, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 110 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
- Other (TIMBERLAND ACQUISITION & DISPOSITION FEES)
Financial Planning Services
- Other (TIMBER MANAGEMENT SERVICES)
QualificationsFirm CRD# 298398
Assets Under Management $1,148,400,486
No. Of Clients3008
Clients Per Financial Advisor167
MAG CAP is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3008 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 142944
Assets Under Management $1,087,865,356
No. Of Clients2816
Clients Per Financial Advisor188
BARNES PETTEY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Clarksdale, Mississippi. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2816 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (I.E. PERCENTAGE OF ASSETS IN 401K PLANS/THIRD PARTY ADVISER FEES)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110522
Assets Under Management $1,043,103,728
No. Of Clients1668
Clients Per Financial Advisor152
BALLEW ADVISORS INC is a financial advisory firm situated in Jackson, Mississippi. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1668 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SEE SCHEDULE D - MISCELLANEOUS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 157616
Assets Under Management $890,016,414
No. Of Clients5341
Clients Per Financial Advisor382
FINANCIAL CONCEPTS is a financial advisory firm situated in Columbus, Mississippi. With a nearly $890M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5341 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 29163
Assets Under Management $791,537,508
No. Of Clients1800
Clients Per Financial Advisor113
COKER & PALMER is a financial advisory firm situated in Jackson, Mississippi. With a nearly $792M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1800 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 114968
Assets Under Management $549,792,235
No. Of Clients1209
Clients Per Financial Advisor110
ELEMENT WEALTH, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $550M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1209 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (INSURANCE)
QualificationsFirm CRD# 110798
Assets Under Management $468,406,272
No. Of Clients45
Clients Per Financial Advisor23
TRINITY CAPITAL INVESTORS is a financial advisory firm situated in Jackson, Mississippi. With a nearly $468M assets under management, the firm specializes in crafting personalized retirement planning solutions for 45 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 304659
Assets Under Management $421,093,989
No. Of Clients192
Clients Per Financial Advisor48
LEGACY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 192 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 311685
Assets Under Management $402,944,092
No. Of Clients760
Clients Per Financial Advisor84
ARGENT WEALTH, LLC is a financial advisory firm situated in Ridgeland, Mississippi. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 760 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 153081
Assets Under Management $343,597,882
No. Of Clients218
Clients Per Financial Advisor55
PEREGRINE INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Madison, Mississippi. With a nearly $344M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 115046
Assets Under Management $313,445,079
No. Of Clients1748
Clients Per Financial Advisor350
MASCAGNI WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Clinton, Mississippi. With a nearly $313M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1748 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (FINANCIAL CONSULTING ON TOPICS SUCH AS PERSONAL FINANCES, EDUCATION SAVINGS, DIVORCE PLANNING, ROLLOVER ANALYSIS, BUSINESS SUCCE)
QualificationsFirm CRD# 282244
Assets Under Management $270,551,694
No. Of Clients280
Clients Per Financial Advisor5
ADDICUS ADVISORY, LLC is a financial advisory firm situated in Tupelo, Mississippi. With a nearly $271M assets under management, the firm specializes in crafting personalized retirement planning solutions for 280 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (ADVISER SERVICES TO PRIVATE FUNDS AND ADVISORY CONSULTING SERVICES)